Softwr

Customer Success · head to head

ClientPoint vs Natero

ClientPoint logo

ClientPoint

Customer Success

Business Proposal Software

From
$65/month
Rated
-
Full reviewWebsite
N

Natero

Customer Success

Predictive Customer Success Platform

From
$800/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: ClientPoint no pricing information published on website or pricing page; Natero acquired by Freshworks in May 2019 and folded into the Freshsuccess product line, so it is no longer sold as Natero
  • They diverge on capability: ClientPoint covers Multimedia proposals, Natero covers Predictive health scores.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which ClientPoint and Natero actually diverge.

Attributes where ClientPoint and Natero differ
AttributeClientPointNatero
Starting price$65/month$800/month
Founded20092012

Identical on both: pricing model (subscription), free tier (No), platforms (Web), user rating (Not yet rated), category (Customer Success).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in ClientPoint

  • Multimedia proposals
  • Video embedding
  • E-signatures
  • Analytics
  • Team collaboration
  • HubSpot
  • Microsoft Dynamics
  • DocuSign

Only in Natero

  • Predictive health scores
  • Machine learning
  • Customer journey analytics
  • Playbooks
  • Risk detection
  • Freshworks
  • Slack
  • Zendesk

Both cover

  • Salesforce
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

ClientPoint

  • Client management platformnot Natero
  • Project and account managementnot Natero

Natero

  • Customer Successnot ClientPoint
  • Predictive Analyticsnot ClientPoint
  • Machine Learningnot ClientPoint

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

ClientPoint

  • No pricing information published on website or pricing page
  • Customers must contact sales or schedule demo to learn pricing
  • Suggests custom pricing tailored to organization size from solopreneurs to enterprise

Natero

  • Acquired by Freshworks in May 2019 and folded into the Freshsuccess product line, so it is no longer sold as Natero
  • natero.com no longer resolves

Pricing, plan by plan

ClientPoint

$65/month
  • Professional$65/month
    • Multimedia proposals
    • Templates
    • Analytics
  • Enterprise$125/month
    • Custom branding
    • Advanced analytics
    • API

Natero

$800/month
  • Growth$800/month
    • Predictive health
    • Playbooks
    • Reporting
  • Enterprise$2000/month
    • Custom ML models
    • Advanced API
    • Dedicated support

Which should you pick?

Choose ClientPoint if

  • You need multimedia proposals.
  • You also want video embedding.
ClientPoint review

Choose Natero if

  • You need predictive health scores.
  • You also want machine learning.
Natero review

Questions people ask

Is ClientPoint or Natero better?
Neither clearly leads. ClientPoint starts at $65/month and Natero at $800/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, ClientPoint or Natero?
ClientPoint starts at $65/month and Natero at $800/month.
Does ClientPoint or Natero run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is ClientPoint best used for?
ClientPoint is most often used for client management platform, project and account management. Of those, client management platform and project and account management are not what Natero is typically brought in for.
What can ClientPoint do that Natero cannot?
ClientPoint covers Multimedia proposals, Video embedding, E-signatures, Analytics. Natero covers Predictive health scores, Machine learning, Customer journey analytics, Playbooks. Both handle Salesforce, Web support.

Answered from the vendors’ own pages

ClientPoint: How much does ClientPoint cost?

ClientPoint does not publish pricing online. Contact the sales team at [email protected] or 888-972-7375 to request pricing information.

Source
ClientPoint: Does ClientPoint offer different pricing for small versus large organizations?

ClientPoint indicates it serves solopreneurs through enterprise teams, suggesting pricing is customized based on organization size and requirements.

Source
ClientPoint: Can I schedule a demo to see ClientPoint's pricing?

Yes, ClientPoint offers scheduling a demo through their website. Pricing details are typically discussed during the demo or follow-up conversation with sales.

Source
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